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First, to use the client portal, the admin should provide the URL located at the top of the Manage Clients page.
add you as a client portal user from the Systems Client Portal Settings.
After that, you will receive an email notification inviting you to join the client portal.
The email will include a link to set up your password. Once you have set up your account, you can log in to the client portal.
You can easily share the Client Portal URL with your clients or embed it on your website, enabling them to access the portal effortlessly.
Client portal users can As a client, use the link to access the Client Portal and log portal. Sign in using the credentials shared by the admin or your credentials or click Sign Up if you don't have an account.
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Clients can be added and managed from the client portal settings in the system (learn more here), or a new client will be automatically added once the client signs up and fills out the necessary information. |
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You can then view all your requests and follow up on each one from the Matters Page.
Here, you can also export the list of your request to Excel, and request a new matter on the fly.
Therefore, you can follow the workflow status, and view hearings, attachments, related people, and dates. The client and the legal team can communicate through the Comments tab. You can write your comment in the comments section, and attach a file.
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